Client Relationship Manager

Our client is a well-established specialist wealth management firm serving medical professionals, based in South Dublin. This role offers strong career progression within a professional, client-focused environment. Skills QFA qualified (essential) with a relevant third-level qualification Minimum 2 years' advisory experience, ideally with HNW clients Proven track record in developing and retaining client relationships Strong technical knowledge of investments, pensions and tax frameworks Solid understanding of MiFID and Consumer Protection Code requirements Commercially minded with strong communication and relationship skills Highly organised with excellent attention to detail Proficient in Microsoft Office and CRM systems Responsibilities Proactively manage and nurture relationships with existing clients to ensure high levels of satisfaction, retention, and long-term loyalty. Upselling relevant services, while actively pursuing new business prospects through networking, referrals, and...